Northeast Financial Consultants’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $513K | Sell |
1,609
-37
| -2% | -$11.8K | 0.02% | 201 |
|
|
2025
Q1 | $443K | Hold |
1,646
| – | – | 0.02% | 206 |
|
|
2024
Q4 | $489K | Buy |
1,646
+800
| +95% | +$237K | 0.02% | 195 |
|
|
2024
Q3 | $229K | Buy |
+846
| New | +$229K | 0.01% | 266 |
|
|
2019
Q4 | – | Sell |
-2,713
| Closed | -$321K | – | 308 |
|
|
2019
Q3 | $321K | Hold |
2,713
| – | – | 0.03% | 233 |
|
|
2019
Q2 | $335K | Hold |
2,713
| – | – | 0.03% | 226 |
|
|
2019
Q1 | $297K | Buy |
+2,713
| New | +$297K | 0.03% | 231 |
|